ESBD_415948_1746216447955_3202500219 Form 3 Financial Questionnaire.docx
DOCX document 26 KB Posted
- Attached to
- 3202500219 Overhead Lift
- Solicitation number
- 3202500219
- Issued by
- Dallas County, Texas
About this file
This document is a Form 3 Financial Questionnaire for a state contract opportunity involving Overhead Lift services, issued by the Texas Workforce Commission (TWC). The form requires potential bidders to provide comprehensive financial and organizational details as part of their bid submission process.
The questionnaire seeks detailed information about the bidding company, including bankruptcy history, current loan status, potential sales or acquisitions, ownership structure, company founding date, headquarters location, employee count, and previous contracts with Texas state agencies. Key areas of inquiry include ownership percentages, joint venture details, corporate structure, employee deployment locations, and a requirement that the primary bidder must perform the majority of contract work. The form appears designed to thoroughly assess the financial stability, organizational capacity, and operational readiness of potential contractors for the TWC project.
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Text version
3202500219 Overhead Lift
FORM 3 – FINANCIAL QUESTIONNAIRE
Bidder name: ________________________
The Bidder must provide the following information. If more space is needed for the explanation, please attach additional page(s) as necessary:
a. Indicate if your company or any of its subsidiaries filed or met criteria for bankruptcy within the past five (5) years, if so, provide explanation.
b. Indicate if your firm is currently in default on any loan agreement or financial agreement institution, or other entity. If so, specify date(s), details, circumstances, and prospect resolution.
c. Identify if your company is currently for sale or involved in any transaction to expand or become acquired by another business entity during the next twelve (12) months following the Bid Submission Deadline. If so, explain the impact both in organization and company director.
d. Ownership structure (e.g., corporation, partnership, LLC, or sole proprietorship), including any wholly-owned subsidiaries, affiliated companies, or joint ventures. (Please provide this information both in a narrative and as a graphical representation.)
1. If Bidder is an affiliate of, or has a joint venture or strategic alliance with, another company, Bidder must identify the percentage of ownership of each joint venture member or affiliate and the percentage of the parent company’s ownership. The entity performing the majority of the work under any Contract resulting from this Solicitation, throughout the duration of the Contract, must be the primary Bidder.
2. Finally, Bidder must provide its proposed operating structure for the services requested under this Solicitation and which entities (i.e., parent company, affiliate, joint venture, subcontractor) will be performing the services;
e. The year the company was founded and/or incorporated. If incorporated, please indicate the state where the company is incorporated and the date of incorporation;
f. The location of company headquarters and any field office(s) that may provide services for any resulting Contract under this Solicitation;
g. The number of employees in the company, both locally and nationally, and the location(s) from which employees will be assigned to TWC’s project; and
h. Indicate whether the company has ever been in contract with any Texas state agency. If “Yes,” specify the contract term, for what duties, and with which agency.
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